Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,670,365 | $100,970+1554.3% | $96,576+1629.6% | $137,256+1117.0% |
| Participation rate | 87.5% | 82.6%+4.9pp | 81.4%+6.1pp | 80.0%+7.5pp |
| Annual return | 21.84% | 38.16%-16.3pp | 38.47%-16.6pp | 220.34%-198.5pp |
| Employer contribution / active EE | $6,456 | $3,809+69.5% | $3,553+81.7% | $4,156+55.3% |
| Participant deferral / active EE | $15,440 | $8,286+86.3% | $7,956+94.1% | $6,407+141.0% |
| Admin fee / account holder | $38 | $11,312-99.7% | $11,381-99.7% | $12,270-99.7% |